Update shared on 10 Dec 2025
Fair value Increased 1.13%Analysts have modestly raised their price target for Vertiv Holdings Co, increasing their fair value estimate by about 1 percent to approximately $196.83 per share, citing slightly stronger expectations for revenue growth, profit margins, and future valuation multiples.
What's in the News
- Vertiv and Caterpillar, including subsidiary Solar Turbines, entered a strategic collaboration to deliver pre designed, modular on site power and cooling architectures for data centers, aimed at reducing deployment time and improving energy efficiency for AI centric facilities (company announcement).
- The Board of Directors approved a 67% increase in Vertiv's regular annual cash dividend to $0.25 per share, starting with the fourth quarter 2025 payout. The company stated this reflects strong earnings and cash flow (company announcement).
- Vertiv launched gigawatt scale reference architectures for the NVIDIA Omniverse DSX Blueprint, leveraging its OneCore platform and advanced liquid cooling to cut AI factory delivery timelines and improve power efficiency (company announcement).
- The company signaled an active mergers and acquisitions strategy, citing a strong balance sheet and a robust pipeline of potential bolt on and larger strategic deals across technologies, regions, and sizes (management commentary).
- Vertiv appointed Craig Chamberlin as Chief Financial Officer, effective November 10, 2025, with outgoing CFO David Fallon remaining as consultant through 2026 to support a smooth transition (company announcement).
Valuation Changes
- The fair value estimate has risen slightly, increasing by about 1 percent from approximately $194.63 to $196.83 per share, reflecting modestly stronger expectations for the business.
- The discount rate has increased marginally from about 9.15 percent to 9.22 percent, implying a slightly higher required return in the updated valuation model.
- Revenue growth has edged higher, with the long-term forecast moving from roughly 17.63 percent to 17.72 percent, indicating a small upward revision to top-line expectations.
- The net profit margin has improved slightly, with the assumed long-run margin rising from about 16.13 percent to 16.19 percent, suggesting a modestly more optimistic profitability outlook.
- The future P/E multiple has increased modestly from around 38.48 times to 38.76 times earnings, signaling a small uplift in the assumed terminal valuation multiple.
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